EQD: Build from Reorder List

One method to create a PO is to Build from a Reorder List. This option is designed to search for items based on their reorder date or status. This method allows for both mass ordering (1 PO many items) or multiple PO generation (1 PO per item).

OE > Purchase Orders > Build From Reorder List

1. Enter the Client ID.
2. Enter Reorder Dates if desired (defaults as shown.)
3. Check ‘Show stock items” to see ALL items.
4. Check ‘Single PO’ box: creates one PO for all items (unchecked = 1 PO per item.)
5. Click ‘Show Items' to load the list of items up for reorder.
6. Select/Check items to Reorder.
7. Click Generate – a second prompt to generate appears – click YES.
8. As the items are generated into orders, a prompt MAY appear:
   1. New Items without history prompts for a quantity to order
   2. New items without history or a default vendor prompts for a vendor entry. Your PO number assignment function could appear (unless set to auto assign)
9. A window displays the generated document(s). Double click to edit and send.

Once completed, a ‘View Log’ option shows the generation results.